2 days ago · The conversation also touches on the comparison between Nvidia and Sun Microsystems, highlighting the challenges and opportunities in the AI landscape. 00:00 Introduction to Benedict …

They discuss the potential for an AI bubble, the importance of productization for user adoption, and the varying levels of AI integration across different industries. The conversation also touches on the …

1 day ago · An interview with analyst Benedict Evans on the position of productization in AI adoption, AI bubble, OpenAI, evaluating Nvidia to Solar Microsystems, and extra (The Circuit on YouTube)

11 hours ago · An interview with analyst Benedict Evans on the role of productization in AI adoption, AI bubble, OpenAI, comparing Nvidia to Sun Microsystems, and more X:

Dec 19, 2025 · Benedict Evans frames Generative AI as the latest platform shift, urging viewers to apply lessons learned from past shifts like the PC and mobile eras. He provides a crucial framework for …

OpenAI is buying Nvidia chips with Nvidia’s cashflow... Which comes from the hyperscalers... and using Nvidia’s cash to turn AMD into an Nvidia competitor, and pay Broadcom to make its own chips...

Sep 22, 2025 · Strategic partnership enables OpenAI to build and deploy at least 10 gigawatts of AI datacenters with NVIDIA systems representing millions of GPUs for OpenAI’s next-generation AI …